Certificate in Xero
Course Overview
Ready to take your business accounting to the next level? Upskilled's Certificate in Xero is designed to streamline your accounting processes and enhance your payroll management capabilities. Whether you're a business owner, manager, or accountant, our course teaches you how to use Xero to eliminate frustrating spreadsheets and manual processes, empowering you with the skills needed to manage your finances efficiently.
Upon successful completion, you'll earn Xero's coveted official advisor certification, a highly sought-after credential by employers. Our flexible online study options allow you to work at your own pace, earning 15 Continuing Professional Development hours while receiving unlimited tutor support from experienced professionals. The course covers a wide range of Xero functions, from customising your chart of accounts and creating invoice templates to managing bills and payments and reviewing financial reports. As a Xero Education Partner, we ensure you have access to the latest Xero features, tips, and tricks, equipping you with practical knowledge to advance your business or career.
Who is this course for?
This course is suitable for business owners, managers, accountants or anyone managing business accounts who wants to learn how to use Xero accounting software effectively. It is also ideal for individuals looking to advance their careers by gaining practical knowledge and a recognized qualification in Xero. The flexible online study options make it ideal for those who need to study at their own pace and in their own time.
A certificate in Xero is recommended for (but not limited to) those in the roles of:
Business and Payroll Administrators: Business and payroll administrators can benefit from the Certificate in Xero to gain practical knowledge and streamline their business and payroll processes.
Accountants and Bookkeepers: The Certificate in Xero can help you enhance your accounting and bookkeeping skills, which are valuable in the industry.
Business Owners and Managers: The Certificate in Xero can benefit business owners and managers by allowing them to gain practical knowledge and streamline their accounting processes.
Financial Analysts: The Certificate in Xero can help financial analysts gain practical knowledge and improve their data analysis skills.
- Tax Professionals: The Certificate in Xero can benefit tax professionals by allowing them to gain practical knowledge and enhance their tax-related skills.
Why should you do this course?
- Receive an industry-recognised qualification: Completing the Certificate in Xero means that you'll receive an official Xero advisor certification, which is recognized by the industry. This acknowledgement of your skills can be shared with potential employers and peers.
- Access to updated learning content and resources: As a Xero Education Partner, The Career Academy provides updated course content and the latest Xero functions, tips and tricks, in addition to unlimited tutor support from experienced professionals.
- Flexible online study: The Certificate in Xero is designed for busy professionals and allows you to work at your own pace, in your own time. You will have up to 6 months to complete the course.
- Suitable for a range of accounting and financial roles: The Certificate in Xero is suitable for individuals who hold accounting and financial roles or aspire to do so, including accountants, bookkeepers, business owners, managers, financial analysts, payroll administrators and tax professionals.
Course Modules
The Certificate in Xero is a program designed to equip you with the skills needed to become proficient in using Xero software for accounting and financial management.
If you're interested in a career in finance or accounting, or if you're a small business owner looking to manage your finances effectively, this course can help you sharpen your skills in Xero so you can confidently manage accounts, create invoices, manage contacts, reconcile accounts and generate reports. By the end of your studies, you'll receive a Certificate in Xero, which will provide you with recognised skills as part of your professional development.
In this module, get an overview of Xero and learn about the benefits of Xero and cloud computing. Discover system requirements for Xero and navigation of the Xero Dashboard. Gain a better understanding of Xero's features and benefits.
You will learn about the Chart of Accounts in Xero. You will explore how to access the Chart of Accounts, how to add new accounts and how the Xero program applies tax settings. You will also gain insight into account classifications and their code ranges.
This module will teach you how to manage contacts in Xero. You will learn how to create new customers, suppliers and employees, and how to import and export contacts. You will also discover the process for archiving contacts.
This course will examine Xero invoicing, sales, quotes, and inventory. You will learn about the different invoice types available in Xero, customer statements and inventory management. You will also gain an understanding of how to create invoices, repeating invoices, quotes and credit notes.
In this module, you will gain an understanding of working with purchases and bills in Xero. You will learn about managing bills, repeating bills and credit notes in Xero, as well as performing batch payments and sending remittance advice.
This course will teach you about bank reconciliation in Xero, including how to use bank feeds in Xero and how overpayments and prepayments work. You will also explore various bank reconciliation options.
In this course, you will gain an introduction to the Xero Report Centre. You will learn about generating and viewing interactive reports in Xero, customizing, publishing and exporting reports, and running and lodging a Business Activity Statement.
This course will introduce you to Xero's add-ons and apps. You will explore four Xero add-ons built and owned by Xero and take a look at the Xero App Marketplace.
This practical course will enable you to complete a case study-based assessment using Xero. You will apply your knowledge and skills gained in the previous courses to demonstrate your competency in using Xero for accounting and bookkeeping tasks.
Payment Options
Entry requirements
Upskilled always wants to ensure that our students/professionals are enrolled in the right course. These entry requirements are here as a guide. It's always best to talk to one of our Education Consultants if you have any questions. They're trained to ensure that you are enrolled in a course that aligns with your career goals.
There are no entry requirements or prerequisites to enrol in this course*.
*Additional eligibility criteria may apply and be affected by other factors and personal circumstances. Please speak with our Education Consultants to confirm your eligibility for this course.
FAQs
Xero is a cloud-based accounting software platform that is designed to simplify financial management for businesses of all sizes. It provides a range of tools and features to help businesses with tasks such as invoicing, bank reconciliation, inventory management, payroll, and reporting.
Xero allows users to access their financial data anytime, anywhere, as long as they have an internet connection. It integrates with various third-party applications, making it a versatile and flexible solution for businesses. Xero is known for its user-friendly interface, automation capabilities, and collaboration features, making it a popular choice among accountants, bookkeepers, and business owners.
The course duration is 15 hours, allowing you to study at your own pace. You can complete the course in your own time, depending on your schedule and learning speed. 6 months unlimited access to resources.
To enrol in Certificate in Xero, you simply need to select 'Enrol Now' on the course page. From there, a form should pop up asking you to fill in some of your personal details and payment information. Once you fill and submit the form, you should be able to gain login details once we confirm your enrolment.
A Xero course provides business owners with the skills to efficiently manage their business accounts, automate processes, gain real-time financial insights, collaborate effectively, and earn professional accreditation. It saves time, improves financial management, and enhances decision-making capabilities.
Though this course is a great course designed for business owners or managers, accounts people or anyone managing business accounts, those in other roles or industries are still welcome to apply. (To clarify any additional eligibility requirements, however, it is best recommended to speak with one of our Education Consultants for further information.)